Medartis Holding AG · SIX:MED
Medartis — Investor Day (June 2026)
81 slides from Medartis's investor day presentation, Jun 4, 2026
Slide 1: Investor & Media Event - Welcome
I N V E S T O R & M E D I A E V E N T · 4 J u n e 2 0 2 6 Welcome Willkommen Bienvenue BASEL 2026 BASEL 2026 BASEL 2026
Slide 2: Disclaimer
Disclaimer This communication does not constitute an offer or invitation to subscribe for or purchase any securities of Medartis Holding AG. This publication may contain certain forward-looking statements and assessments or intentions concerning the company and its business. Such statements involve
Slide 3: Company strategy "From Head to Toe"
Company strategy “From Head to Toe” Matthias Schupp, CEO 3
Slide 4: Event agenda
Event agenda 09:00 COMPANY STRATEGY “FROM HEAD TO TOE” Matthias Schupp, CEO 10:00 PRODUCT ROADMAP AND MARKET POTENTIAL Marc Ammann, EVP R&D and Innovation 10:35 RHIZARTHROSIS: VOICE OF THE EXPERT Dr Daniel Herren, Schulthess Klinik Zurich 11:00 Q&A Plenum 11:30 FLYING BUFFET Auditorium 12:15 TRACK A
Slide 5: From head to toe
From head to toe Our legacy Opportunity to become Maintain growth global market leader 5
Slide 6: From head to toe: addressable market
From head to toe Market CMF Upper Lower Total segment extremities2 extremities addressable market Segment size 1,800 2,500 2,800 7,100 m CHF TAM / (420) (1,700) (1,600) (5,300) (SAM)1 Stryker, Synthes, KLS Stryker, Synthes, Zimmer Biomet, Main Martin, Materialise Acumed, Skeletal Stryker, Synthes, c
Slide 7: Covering all relevant indications in CMF & extremities
Covering all relevant indications in CMF & extremities Reconstructions Fracture fixation Degenerative osteoarthritis Corrections 7
Slide 8: The Medartis Group
The Medartis Group Brand Ownership 100% 51% Stake Consolidated July 2025 May 2025 8
Slide 9: From 1 to 6 in 3 years
From 1 to 6 in 3 years Complex personalised implants; Gent, Belgium Premium Implants & Hand arthroplasty; HQ /premium Instrument-Production KeriMedical, implant production; Warsaw, US Archamps and Basel, Switzerland Besançon, France Value Implants 9 NeoOrtho, Curitiba, Brazil
Slide 10: Culture | Increasing importance as headcount scales through M&A
Culture | Increasing importance as headcount scales through M&A Agility & Entrepreneurial Decision- Mindset Making IT Promote CUSTOMER Ownership Engagement CENTRICITY Attitude WE I Psychological Passion for WE: Teamwork and collaboration Safety Learning I: Individual responsibility IT: Medartis as a
Slide 11: Engagement on the rise amid transformation
Engagement on the rise amid transformation 90 Historical engagement score1 79 87% participation 5,695 comments 79 73 74 71 71 60 May 23 Nov-23 Apr-24 Oct 24 Apr-26 Glint survey measures engagement score with two responses: “How happy are you working at Medartis?” and „I would recommend Medartis as a
Slide 12: Our strategic priorities
Our strategic priorities CUSTOMERS AT THE CENTRE OF WHAT WE DO Accelerate Keri Medical Value Regional Innovation & Improve US Strategy share gains Digitalisation Cashflow HIGH PERFORMANCE CULTURE with a high-performance team 12 12
Slide 13: Premium and value proposition
Premium and value proposition Origin • Brazil • Switzerland Market Experience • 20 Years • 29 Years Segment • Value, regional • Premium, global Portfolio • Complete line for osteosynthesis, • Specialist in extremities with a comprehensive including orthopedic and portfolio for hand, wrist, elbow, fo
Slide 14: Expanding into Latin America's value-driven market
Expanding into Latin America’s value-driven market MEXICO Est. value share: 81% COLOMBIA 83% 70% Est. value share: 78% Value segment First phase potential BRAZIL Est. value share: 85% ARGENTINA >500 million 470 million Est. value share: 81% Population Market size of first 5 countries 2026-27 CHILE 2
Slide 15: Well defined growth strategy for NeoOrtho brand
Well defined growth strategy for NeoOrtho brand New production footprint in Shortened Anvisa clinical We are exploring Curitiba provides strategic pathway through localised opportunities in other advantage for Mercosul market manufacturing presence regions and will prepare expansion. MDR registratio
Slide 16: TOUCH | strong growth trajectory continues
TOUCH | strong growth trajectory continues Annual TOUCH volumes (in thousands of units) 2025 TOUCH volume breakdown per country (in %) AUT AUS UK 3% CH 5% 1% 50,0 FR 7% 43 29% 34 BE 9% 25,0 23 15 12 20% DE 0,0 27% 2021 2022 2023 2024 2025 E2026 Distrib. 1 KeriMedical sales include its flagship TOUCH
Slide 17: TOUCH | Global rollout progressing across key markets
TOUCH | Global rollout progressing across key markets − Product specialist team established and scaling in the US − Educational launch on track, targeting 330 surgeon trainings in 2026 (~10% of the US hand surgeon population) − Dedicated training centre in Florida to support the second launch phase
Slide 18: Patient interest and media coverage driving awareness
Patient interest and media coverage driving awareness 19
Slide 19: The people who shape our work.
The people who shape our work. Surgeons, scientists and faculty – at the centre of how we innovate. 20
Slide 20: Our partner for academic research & education
Our partner for academic research & education Total members 2025 Institute days Professionals trained Nationalities 4,506 +18.2% yoy 85 1,450 45 21
Slide 21: Main initiatives by IBRA x Medartis
Main initiatives by IBRA x Medartis Academy programs for EIRA female surgeons' New T&E centers in Florida New US research & education young surgeons program and Curitiba planned committee members Young surgeons will get Female surgeons will Expanding our T&E Strengthening our more focus from Medarti
Slide 22: Medartis ESG Framework
MEDARTIS ESG FRAMEWORK PATIENTS PEOPLE PLANET GOVERNANCE 23
Slide 23: 2030+ commitments | targets that we measure
2030+ commitments | targets that we measure 408K 79 65% 92% PATIENTS TREATED GLINT ENGAGEMENT GHG REDUCTION COMPLIANCE TRAINING SCORE 2030 – multiply patients treated 2030 – reach >85 on belonging 2033 – cut emissions by 65% 2030 – 92% of employees trained BASELINE 2025 ON TRACK ON TRACK ON TRACK 24
Slide 24: Putting our ESG framework into action
Putting our ESG framework into action 01 100% renewable electricity 02 Top 15% on EcoVadis Powering all Medartis operations with 100% Medartis ranked among the top renewable electricity. 15% of companies assessed. 03 ESG Committee 04 Volunteering ESG Committee in place to Half-day volunteering for d
Slide 25: Outlook | 2026 and beyond
OUTLOOK | 2026 and beyond medartis group
Slide 26: Double-digit organic growth and continuous margin improvement
Double-digit organic growth and continuous margin improvement Organic 16-18% 269,3 CHF +13% Organic +14% 224,8 212,0 182,8 159,9 130,1 127,6 High Pandemic 18.4% teens 15.3% 2019 2020 2021 2022 2023 2024 2025 E2026 Net sales (in CHF million) Core EBITDA-Margin (in %) 27
Slide 27: Medartis specific growth drivers
Medartis specific growth drivers 01 Ageing Population 02 Expanding our SAM and filling gaps 03 Personalised implants 04 Treatment improvements People are living longer Expanding our serviceable Patient-specific implants Navigation technologies and remaining mobile well addressable market (SAM) are e
Slide 28: The face and the dynamics of the company will change
The face and the dynamics of the company will change Product category breakdown (in %) Upper limb KeriMedical Lower limb CMF Other MED Value 2025 2030 29
Slide 29: Product roadmap and market potential
Product roadmap and market potential Marc Ammann, EVP R&D and Innovation 30
Slide 30: Customer insights drive our product innovation
Customer insights drive our product innovation Agility & Entrepreneurial Decision- Mindset Making IT Surgeons and Promote Ownership Engagement patient- Attitude centricity WE I Psychological Passion for Safety Learning 32
Slide 31: Structural growth in the fastest-growing modalities
Structural growth in the fastest-growing modalities Size and growth of orthopaedic market segments Size and growth of orthopaedic market segments SAM EXPANSION Entry into value TAM market and joint replacement in 2025 SAM CHF 5bn CHF 7bn Total WW market CHF 50bn 33
Slide 32: From head to toe
From head to toe RIGHT TO WIN AND BECOME BUILD ON OUR LEGACY GROWTH ACCELERATOR MARKET LEADER 34
Slide 33: Company strategy implemented in our innovation roadmap
Company strategy implemented in our innovation roadmap Fill portfolio Fill portfolio Fill portfolio TRAUMA gaps gaps gaps FIXATION Arthroplasty JOINT solutions Digital platform REPLACEMENT for patient- Patient-specific Explore Explore specific solutions & alternative alternative solutions & intraope
Slide 34: Mid-term product and service launches
Mid-term product and service launches 2026 2027 2028 2029 Touch Line Extension Spinal Products (Brazil) CMF Products CMF Products Shoulder Plating Systems Extremity Products CMF Products IMPLANT Titan Nail (Procedure Kit) Upper Extremity Products Lower Extremity Fixation SOLUTIONS CADskills Upper Ex
Slide 35: With our innovation we want to transform procedures
With our innovation we want to transform procedures − Simplify procedures − Reduce surgical time − Preserve bone stock − Make outcome more predictable and improve patient well being 37
Slide 36: With our innovation we want to transform procedures
With our innovation we want to transform procedures Reduce surgical time / Preserve bone stock More predictable Simplify procedure outcome 38
Slide 37: Upcoming innovation in our key areas
Upcoming innovation in our key areas Trauma / fixation Arthroplasty (joint repl.) Enabling services FibNail Proximal Humerus 3.5 TMJR CMX Patient AMJI Matched TOUCH® Line CMX TraumAI Clavicle 2.8 Titan Nail Extensions 39
Slide 38: PentaLock Proximal Humerus
PentaLock Proximal Humerus 40 40
Slide 39: An attractive alternative to plate fixation
An attractive alternative to plate fixation Titan Nail 41 41
Slide 40: Smart kit keeps the Titan Nail ready at all times
Smart kit keeps the Titan Nail ready at all times 42
Slide 41: Building an ecosystem for TOUCH
Building an ecosystem for TOUCH® TOUCH® Evolution ⎼ Vitamin E / PE ⎼ Titanium implant ⎼ US training and rollout ⎼ Scaling manufacturing Longer term ⎼ Planning and Navigation Solution ⎼ Salvage procedures 43
Slide 42: Added Value by AI Planning with Standard Implants
Added Value by AI Planning with Standard Implants ⎼ AI-powered, browser-based surgical planning for complex fractures directly to surgeons worldwide ⎼ Enabling faster, more precise, and more standardized fracture treatment 44 44
Slide 43: And when off-the-shelf options don't work…
And when off-the-shelf options don’t work… 45
Slide 44: Patient-specific solutions when off-the-shelf options don't work
Patient-specific solutions when off-the-shelf options don’t work 46 46
Slide 45: CMX Live demonstration
CMX Live demonstration 47
Slide 46: Strategic step into personalised implants and titanium printing
Strategic step into personalised implants and titanium printing 48
Slide 47: Event agenda
Event agenda 09:00 COMPANY STRATEGY “FROM HEAD TO TOE” Matthias Schupp, CEO 10:00 PRODUCT ROADMAP AND MARKET POTENTIAL Marc Ammann, EVP R&D and Innovation 10:35 RHIZARTHROSIS: VOICE OF THE EXPERT Dr Daniel Herren, Schulthess Klinik Zurich 11:00 Q&A Plenum 11:30 FLYING BUFFET Auditorium 12:15 TRACK A
Slide 48: Rhizarthrosis: voice of the expert
Rhizarthrosis: voice of the expert Dr Daniel Herren, Head of Hand Surgery Schulthess Klinik Zurich 50
Slide 49: The thumb saddle joint: A functional wonder among hand joints
The thumb saddle joint: A functional wonder among hand joints Daniel Herren Chief of Hand Surgery Schulthess Klinik CMC I Zurich / Switzerland
Slide 50: Who we are
Who we are #1 in Europe #4 World-wide in Orthopaedics mainly arthroplasty Double board certified CMC I Orthopaedic and Hand Surgeon Past President of the European Federation for Surgery of the Hand (FESSH) Our team: 840 Thumb CMC implants
Slide 51: This is Sina
This is Sina 58 yrs old • Since several years on an off pain at the base of her right thumb • Very active works as a nurse and has 6 grand-children • Positive history in the family (mother has osteoarthritis) CMC I • Had 3 Cortisone injections in the joint which helped for 3-4 months • Wants a final
Slide 52: Sina is not alone: Osteoarthritis of the Hand
Sina is not alone: Osteoarthritis of the Hand Prevalence of Osteoarthritis by Joint 55-74 years old age group HIP Shoulder Knee Foot Hand Thumb High numbers of patients with OA in the hand. However, only a fraction needs treatment since it can ‘burn’ out. The joints tend to get stiff.
Slide 53: Thumb saddle joint CMC I: Osteo-degenerative Arthritis
Thumb saddle joint CMC I: Osteo- degenerative Arthritis • High prevalence • Thumb saddle joint: > 80% in the age over 80 • Men : women 1:3 • Genetic disposition • Often bilateral CMC I 4 Stages of the disease
Slide 54: What is special around the thumb saddle joint?
What is special around the thumb saddle joint? • Positions the thumb in space: Main action: Opposition • Unique anatomy • Cardan-like joint • Important ligamentous structures • High contact stress (up to 6-10x the pinch force)
Slide 55: Thumb saddle joint CMC I: What is Sina's problem?
Thumb saddle joint CMC I: What is Sina’s problem? CMC I Outlook in the future: Painful Unstable Loss of function It is a chain reaction
Slide 56: What treatment options do we have in CMC I OA?
What treatment options do we have in CMC I OA? Anatomical preservation Medication /Therapy Change the joint axis (Osteotomy) CMC I Functional preservation Implants Joint destruction Fusion Resection
Slide 57: What are the theoretical surgical options?
Thumb saddle joint CMC I: What are the theoretical surgical options? X Resection Fusion Implant replacement (cut it out)
Slide 58: Resection arthroplasty: Gold Standard since the 1970s
Thumb saddle joint CMC I: What are the theoretical surgical options? • Invented in 1970’s • Still considered as the ‘Gold Standard’ • Good pain relief • Significant functional deficits • Low revision rate 2% - 3% in 10 years • Very difficult revision if it fails Resection (cut it out)
Slide 59: Short history of Implant arthroplasty
Short history of Implant arthroplasty The use or not use is somewhat ‘cultural’: France/Belgium against the Rest of the world • 1970’s: first real implants • Ball and Socket joints • Not very promising results
Slide 60: Short history of Implant arthroplasty: what is new
Short history of Implant arthroplasty What is new? • Better understand of the biomechanics • Double mobility • Details in Implant design • Better material • Double mobility of the implant • Osteointegration improved • Better primary stability through design changes (cup) • Stronger Polyethylene • Be
Slide 61: Overview: Resection vs Implant
Overview: Resection vs Implant Resection Pain 10 9 8 Revision options 7 Pinch 6 5 4 3 2 1 Complications 0 Recovery time Aesthetics Durability 10 = Excellent 0 = Unsatisfying Costs
Slide 62: Overview: Resection vs Implant
Overview: Resection vs Implant Resection Implant Pain 10 9 8 Revision options 7 Pinch 6 5 4 3 2 1 Complications 0 Recovery time Aesthetics Durability 10 = Excellent 0 = Unsatisfying Costs
Slide 63: Results in patients with resection on one side and arthroplasty on the other
Results in patients with a resection on one side and arthroplasty on the other side (Nietlisbach et al. JHS 2024)
Slide 64: What happens if it fails?
What happens if it fails? Resection arthroplasty Implant arthroplasty
Slide 65: Comparison: Implant Arthroplasty vs Resection Arthroplasty
Comparison: Implant Arthroplasty vs Resection Arthroplasty Compared to Resection arthroplasty: • Spectacular faster rehabilitation • Better function better strength • Better functionality: Patient’s comments: ‘I forgot surgery, it is like I never had an operation’ Return to work faster 44 vs. 84 day
Slide 66: Is implant arthroplasty cost effective?
Is implant arthroplasty cost effective? CMC I Yes indeed it is highly cost effective!
Slide 67: Gartner Hype Cycle: CMC I arthroplasty
Gartner Hype Cycle usual / CMC I arthroplasty Attention Time Start Euphoria Valley of Road of Routine disappointment enlightenment
Slide 68: Treatment of thumb base arthritis (France)
Treatment of thumb base arthritis (France) Implant arthroplasty Resection arthroplasty
Slide 69: In our clinic
In our clinic 2015: 2026: Explain why an implant Explain why not an arthroplasty implant arthroplasty
Slide 70: Astonishing early functional result after Touch prosthesis
Astonishing early functional result: Patient 2 weeks after implantation of a Touch® prosthesis Which side? CMC I Left
Slide 71: A silent 'revolution' in Europe with implant arthroplasty
There is a silent ‘revolution’ in Europe with implant arthroplasty at the level of thumb CMC joint: • Standard since years in France and Belgium now taking over to other countries including the US • Convincing results: • Fast rehabilitation • Normal function and strength Peer pressure to use the imp
Slide 72: Coming back to Sina
Coming back to Sina • She has chosen a CMC I implant arthroplasty • straight forward intervention • Almost no pain postop (2 days Paracetamol) • Extremely quick recovery CMC I • Back to full function officially at 6 weeks unofficially at 3 weeks • Extremely happy and grateful
Slide 73: The operation of the decade: total CMC I arthroplasty
The operation of the decade: total CMC I arthroplasty
Slide 74: Thank you very much! Looking forward to questions
Thank you very much! Looking forward to questions CMC I
Slide 75: Event agenda
Event agenda 09:00 COMPANY STRATEGY “FROM HEAD TO TOE” Matthias Schupp, CEO 10:00 PRODUCT ROADMAP AND MARKET POTENTIAL Marc Ammann, EVP R&D and Innovation 10:35 RHIZARTHROSIS: VOICE OF THE EXPERT Dr Daniel Herren, Schulthess Klinik Zurich 11:00 Q&A Plenum 11:30 FLYING BUFFET Auditorium 12:15 TRACK A
Slide 76: Thank you Dr Herren
Thank you Dr Herren
Slide 77: Event agenda
Event agenda 09:00 COMPANY STRATEGY “FROM HEAD TO TOE” Matthias Schupp, CEO 10:00 PRODUCT ROADMAP AND MARKET POTENTIAL Marc Ammann, EVP R&D and Innovation 10:35 RHIZARTHROSIS: VOICE OF THE EXPERT Dr Daniel Herren, Schulthess Klinik Zurich 11:00 Q&A Plenum 11:30 FLYING BUFFET Auditorium 12:15 TRACK A
Slide 78: medartis group
medartis group 81
Slide 79: Thank you
Thank you
Slide 80: Event agenda
Event agenda 09:00 COMPANY STRATEGY “FROM HEAD TO TOE” Matthias Schupp, CEO 10:00 PRODUCT ROADMAP AND MARKET POTENTIAL Marc Ammann, EVP R&D and Innovation 10:35 RHIZARTHROSIS: VOICE OF THE EXPERT Dr Daniel Herren, Schulthess Klinik Zurich 11:00 Q&A Plenum 11:30 FLYING BUFFET Auditorium 12:15 TRACK A
Slide 81: FESSH at the Convention Centre
FESSH at the Convention Centre To be replaced by animation 84